The article predicts Netflix (NFLX) will become the “Coca-Cola” of streaming, a dependable company like Coca-Cola (KO). As of Oct. 30, NFLX stock was down about 53% from its all-time high and had a negative 7% return over the past five years, while the Nasdaq Composite was up 63%. The author argues that although Netflix is posting all-time high revenue and earnings, its hypergrowth days are over, as it stopped reporting subscriber numbers in 2025 and now focuses on revenue, earnings, free cash flow and engagement. Netflix received a $2.8 billion termination fee after Skydance outbid it for Warner Bros. Discovery, and it raised prices for the third time in less than three years, with the U.S. premium plan at $26.99 per month. The piece compares this to Coca-Cola's earlier fear of Starbucks, arguing that Netflix mainly competes with other studios that produce, license and distribute films and shows rather than with all of media.
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